Trusts, Estates & Probate

4.13

LLCs in Estate Planning and Probate

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
OnDemand
1 hours 30 minutes
Paul Jones
With Paul W. Jones from Hale | Wood pllc
Recorded September 05, 2025.
Product ID 100858

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Overview

A Quick Guide to Using LLCs in Asset Protection and Transfer

LLCs can be one of the most powerful and versatile tools in an estate planner's toolbox. This legal briefing outlines their key uses and advantages. It then offers an overview of how an LLC is created and what it can do in an estate before and after death. Expand your skill set: register today!

  • Weigh the tax and non-tax pros and cons of LLCs.
  • Determine when an LLC is a good fit.
  • Review key formation documents and operating agreement provisions.
  • Learn how to handle LLCs at estate administration.
  • Explore how LLCs can be combined with other planning tools for great results.

Abbreviated Agenda

  1. Will an LLC Benefit Your Client? Tax and Other Considerations
  2. Structuring the LLC: Series, Single-Member, S-Corp, C-Corp
  3. Operating Agreement and Essential Formation Documents
  4. Use of LLCs and Trusts Together
  5. LLCs in Estate Administration: Mapping out Transfer After Death
  6. Third Party Interests

Related Topics

Product ID 100858

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. LLCs in Estate Planning and Probate

    1. Will an LLC Benefit Your Client? Tax and Other Considerations
    2. Structuring the LLC: Series, Single-Member, S-Corp, C-Corp
    3. Operating Agreement and Essential Formation Documents
    4. Use of LLCs and Trusts Together
    5. LLCs in Estate Administration: Mapping out Transfer After Death
    6. Third Party Interests

Who Should Attend

This program is designed for attorneys. Accountants, estate planners, trust officers, paralegals, and tax professionals may also benefit.

Speakers

Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale | Wood pllc, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah and his Masters of Prof. Accountancy degree from Weber State University.

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